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Allianz Global Investors’ Expertise in European Equities (selected slides from the pitchbook ). Leading Global Asset M anager u nder the Umbrella of a Solid G lobal C orporation. Identifying solutions for its customers since 1889 Exploiting financial opportunities

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Allianz Global Investors’ Expertise in European Equities

(selected slidesfrom the pitchbook)

Leading global asset m anager u nder the umbrella of a solid g lobal c orporation
Leading Global Asset Manager under the Umbrella of a Solid Global Corporation

Identifying solutions for its customers since 1889

Exploiting financial opportunities

Managing / hedging risks

Global leader in property, accident, health and life insurance

Extremely solid with an excellent capital base:

Very good credit ratings1:S&P: AA;Moody’s: Aa3

Solvency ratio2: 182%

  • Identifying solutions for successful investment on the capital markets since 1949

  • Equities account for some 40% of the AUM

  • European equities sum up to 38 bn EUR AUM3

  • Recognized expert in equity analysis (top fivein Europe)

  • In-depth insights into companies and markets

  • Holistic risk management

1 S&P's rating of insurers' financial strength: AA, stable outlook, as at: 04/11/2013. Moody’s: Aa3, stable outlook, as at: 07/03/2014.

The solvency ratio measures an institution's liable capital relative to its weighted risk assets and off-balance sheet business (contingent liabilities), weighted by the degree of credit risk. As at: 31/12/2013.

Source: Allianz Global Investors; European Equity AUM (incl. Systematic Eq und Customized Balanced) as at end of December 2013.

Milestones in europe milestones of our e quity e xpertise
Milestones in Europe – Milestones of Our Equity Expertise


Birth of the Federal Republic of Germany

1950s and '60s

Birth of the EEC

Germany's economy soars


First expansion of the EEC (GB, DK, IE)

Oil crises


Southern Europe joins (GR, PT, ES), free movement of goods within the EEA


German reunification, EU grows to include SE, FI and AT

The euro is introduced

Since 2000

Expansion to include Eastern Europe

Debt crisis in the periphery

Long-term conviction: Conviction Strategy (2000)

Regular income with dividends:Allianz European Equity Dividend (2009)

Interesting alternative for any market phase:Allianz Discovery Europe Strategy (2010) and Allianz Discovery Germany Strategy (2011)

Benefiting from the German economic miracle: Fondak (first German equity fund, 1950); Concentra (1956)

European integration: Industria (1959)

Return to focus on substance:Value styleAllianz Vermögensbildung Deutschland (1970)

New sales markets, new growth opportunities:Growth styleAllianz Wachstum Europa (1986)

Exploiting opportunities in Europe: Launch of special European country funds (1988)

Small / mid caps offer more:Allianz Nebenwerte Deutschland (1996);Allianz European Small Cap Equity (1999)

Dynamic growth:Eastern European convergence Allianz Emerging Europe Equity (1997)

Establishment of Allianz Global Investors / Adig as Germany's first investment company (1949)

Allianz Global Investors – Experts in European equities for over 60 years

The key to our e quity e xpertise in europe understanding c ompanies and trends
The Key to Our Equity Expertise in Europe – Understanding Companies and Trends

Recognized research expertise independently confirmed (top five in Europe)

Allianz Global Investors has been analysing European companies for decades

Novo Nordisk1974

  • Knowing companies in detail – often since they first went public:

    • More than 3,000 contacts and visits to companies in Europe each year

    • Of which some 1,000 meetings are with small and mid caps that receive little or no attention from external analysts

  • Identifying key changes in a company's surroundings early on (competitors, laws, technology):

    • 86 specialized analysts on three continents

  • Assessing the prospects of companies and products in the global market

    • Internationally networked analysts with specialist sector knowledge

    • Reality checks by our own in-house GrassrootsSMResearch1(more than 300 external field researchers on all continents)

  • Established in 1949




    Richemont (Cartier)1988



    Inditex (Zara)2001

    IPOs of selected companies

    Identifying investment trends early on – Structuring portfolios accordingly

    This does not constitute a recommendation or solicitation to buy or sell any particular security. 1GrassrootsSMResearch is a division within the Allianz Global Investors group of companies that conducts investigative research for asset management professionals. Research data used to generate GrassrootsSM Research reports are received from reporters and field researchers who work as independent, third party research providers, supplying research that is paid for by commissions generated by trades executed on behalf of clients.


    Specialized european equity t eams with access to a global o rganization
    Specialized European Equity Teams with Access to a Global Organization

    Europe175 investment professionals

    Global centres of investment competence

    USA111 investment professionals


    Asia107 investment professionals



    San Francisco


    New York

    San Diego


    Hong Kong



    Regular exchange of information and ideas with local experts


    Local presence embedded in a large organization under the umbrella of a global corporation:


    The teams' independence gives them enormous flexibility when making investment decisions


    Fund managers with many years of experience in the industry, globally networked


    Specialist teams for all key strategies

    Source Allianz Global Investors: All figures as at 31/12/2013

    Closely interlinked fund management and in house research
    Closely Interlinked: Fund Management and In-House Research

    European Equity Management

    Emerging Europe


    Small / Mid Cap


    Dividend / Income

    Market Neutral



    Up to date



    Macro-economic and global allocation research

    Fundamental equity and sector research

    GrassrootsSM Research

    Sustainability research

    Quantitative research

    In-house communications network ("Chatter"): Direct exchange of information and analysis in real time

    Recognized q uality and expertise in europe
    Recognized Quality and Expertise in Europe

    Morningstar ratings of selected equity funds1,2

    Awards in recognition of our expertise

    1 Ratings as at: March 2014. Also awarded 5 stars: Allianz WachstumEuroland (A-EUR). Also awarded 4 stars: Allianz WachstumEuropa (A-EUR), Concentra (A-EUR).

    2A ranking, rating or recognition is not an indicator of future developments and is subject to change over time.

    Invest in performance m ade in europe with allianz global investors
    Invest in Performance Made in Europe with Allianz Global Investors

    Optimal resources

    65 years of competence

    Recognized expertise

    • Flexible, independent teams for each strategy

    • Experienced analysts with sector knowledge on 3 continents

    • Top-rate risk management

    • 12 flagship funds rated 4 or 5 stars by Morningstar

    • Award-winning research

    • Award-winning service quality

    • European equities have been a core competence since 1949

    • Close ties to European companies for decades




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